monday CRM

monday CRM aims to put leads, deals and customer data in one visual workspace so we can see the sales cycle at a glance. It comes from the monday.com work management platform, so we could also connect sales work with wider team tasks. Reviews we found were mostly about the platform in general.

It can suit small teams that like visual boards and want to customise their own process. Reviewers praise the templates, interface and easy automation, and mention a slight learning curve. Seat packs are sold in groups with a three-seat minimum on the platform, so confirm how that applies to us.

We could not confirm CRM-specific prices. The general monday.com platform lists paid plans from about $9 to $19 per user per month billed annually, and that is not necessarily the CRM price. Please confirm on the vendor pricing page, and note that AI actions use credits that may add cost.

We could track leads and deals on customisable boards, use dashboards, build automations and choose from many templates. The platform also offers AI actions such as summarising text and classifying requests. We could not confirm which of these are in each CRM plan.

It helps rather than replaces. Automation and AI can handle repetitive admin, but people still run conversations, judgement and relationships.

The platform is reported to support over 200 third-party apps. We could not confirm which of these apply specifically to monday CRM, so check the integration list for the tools we use.

Reviewers mention limited mobile app functionality and some features locked to higher tiers. We should also check how seat grouping and AI credits affect the bill. Trial it with our real pipeline before committing.